Estate Planning

People often think of estate planning as the somber process people engage in near the end of life in an attempt to help their heirs. This view is flawed in at least three respects. First, estate planning is not just for the benefit of a person’s heirs. Many estate planning documents- such as...Read More >

Iranian Business Consulting

Since the signing of the Joint Comprehensive Plan of Action (JCPOA) in 2015 by the United States, United Kingdom, Iran, China, Germany, France, Russia and the European Union, international companies are able, and even greatly encouraged, to do business with Iran...Read More >

Asset Protection Planning

Asset protection is the art of arranging a person’s affairs in a manner that safeguards his or her property from lawsuits and the claims of creditors. Liability insurance offers some degree of peace of mind against creditors’ claims, but insurance policies have many exclusions and all ....Read More >

Income Tax Planning

The top federal income tax rate under current Unites States law is 39.6 percent. When the 3.8 percent “Obamacare” Medicare tax on high-earners is added in, that top rate becomes 42.4 percent. With such high tax rates, it is not surprising that many business owners are looking for...Read More >

Business Succession Planning

Many of our clients are talented entrepreneurs and owners of successful companies. Given the importance of their businesses in their lives, it is not surprising that providing for the disposition of their businesses is an important part of their estate plans...Read More >

Planning for the Sale of a Business

When business owners decide to sell their companies, demands on their time become even greater than usual. Faced with these time constraints, many sellers fail to take steps that can increase their after-tax proceeds from the sale. ....Read More >

Transfer Tax Planning

During the last several years, the federal government has audited approximately 30 percent of the estate tax returns filed by estates with a gross value of at least $10 million. The audit rate for estates with a gross value of $5 to $10 million is less (about 20 percent) but still significant...Read More >

Captive Insurance

A captive insurance company, or just "Captive", is formed by a business owner to insure the risks of affiliated businesses. A Captive lets a business manage its risks while at the same time potentially providing a lot of benefits, such as cash flow, access to the reinsurance market, risk retention and management, estate planning benefits and more...Read More >

Initial Coin Offering (ICO)

ICOs are great for startups who want to raise money, but bypass the ultra-regulated processing that’s required by banks. ICOs can be compared to IPOs and crowdfunding. Like IPOs, a stake of the startup or company is sold to raise money...Read More >

Litigation Funding

Litigation funding, also known as litigation finance, gives investors the opportunity to provide capital to law firms and companies involved in corporate lawsuits...Read More >